Axa Osiguranje

Axa Osiguranje

Sales force automation for AXA, a global leader in insurance and asset management

"AXA Osiguranje“ is a member of AXA Group, a global leader in the field of insurance. AXA Group is a worldwide leader in insurance and asset management, with 161,000 employees serving 103 million clients in 59 countries. Adacta successfully implemented the AdInsure.CRM solution to support sales force automation, lead management, and sales team management on the Serbian market.

AdInsure.CRM streamlines sales network operations by supporting standardized sales approaches, automated activities and providing relevant client data. Marketing and sales department benefit from easy-to-use lead acquisition, segmentation and distribution with AdInsure.CRM capabilities. Leads are selectively distributed to Insurance Agents with the highest sales potential. AdInsure.CRM enables efficient sales team management by defining goals, assigning tasks and measuring operational team performance on all sales network levels. Daily and weekly reports provide sales managers with all the required information to react on time.

Agents benefit from specialized AdInsure.CRM insurance features:

  • Single 360° customer view on the existing customer with Life and Non-Life customer data based on the defined user roles and user rights;
  • Access to all customer communication history on one screen;
  • Daily activity management tool – personal digital agenda.


Dynamics 365


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